Scriptera
Email Trigger (IMAP) + OkoCrm scenarios
Ready-made scenarios where Email Trigger (IMAP) and OkoCrm work together: pick one — a copy appears in your account and runs on its own.
52 scenarios
- Incoming emails into a spreadsheet, row by row
- Collect contacts from emails into a database — automatically
- Forward only the important emails to your messenger
- Notifications about new invoices from your inbox to your messenger
- Support emails, summarized into your messenger
- Expense tracking from email receipts — automatically
- Email senders into your database, automatically
- Short email summaries in your messenger
- Every incoming email — as a row in a sheet
- Scoring resumes from your inbox — straight into a table
- Important emails — summarized to your messenger
- Capture and score form leads — into a newsletter and sheet
- Card spending — straight into a sheet and into chat
- Upwork messages straight to your work chat
- A personal email assistant — handles your mail and attachments
- Shipment emissions from emails — into a sheet
- Customer emails become support tickets with a spreadsheet log
- A carbon report on business trips — from your inbox
- Orders from emails — into sheet rows automatically
- Support email triage: category, priority, a ticket and alerts for the critical ones
- Support from chat and email in one place
- Support emails become tickets with a priority attached
- A short summary of every email — as a list in one sheet
- Auto-handle lead replies from email — CRM task and sales alert
- Shared-inbox emails routed to the right channels by topic
- Tickets from email and forms — into one stream
- All customer inquiries in one place — from email and web forms
- Site status alerts with a screenshot — to your messenger
- Job applications — scored against the role
- Instant email replies, with an alert to your messenger
- Inbox triage with instant alerts on what matters
- Requests from messenger and email in one stream — with priority
- Reply to emails from your chat — you give the gist, a polite email goes out
- Capture and route leads from every channel
- Parse email-protection reports with failure alerts
- Resume screening for a vacancy — with a score for each
- Support triage by urgency, done automatically
- Money tracking straight from your inbox — with a okoCrm alert
- PDF report data from email, straight into a sheet
- Resumes from your inbox into a scored candidate table
- Sort invoices from your inbox into a sheet and folders
- Screen and score incoming deals — automatically
- Resume screening with a candidate score — inbox to table
- An expense sheet from payment emails — automatically
- Expense tracking from chat and bank emails
- A knowledge base from your emails — automatically
- Emails with attachments, turned into a short digest
- Emailed invoices — into your books, automatically
- Incoming mail triage — the urgent straight to okoCrm
- Contract review: risky clauses and a risk score, without reading it cover to cover
- Support email replies from your own knowledge base
- First-pass CV screening — automated
Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.